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SoFi

SoFi
2011 FOUNDED
PRIVATE STATUS
500-1K EMPLOYEES
Series G LATEST DEAL TYPE
$500M LATEST DEAL AMOUNT
$1.92B TOTAL AMOUNT RAISED
Description

Provider of social financial solutions intended to provide lending and wealth management. The company's services include online banking, personal, mortgage and student loans, as well as refinancing, wealth management and life insurance, enabling members to receive a lower interest rate based on their unique criteria that includes: career experience, monthly income, financial history and education.

Website:
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Consumer Finance
Primary Office
One Letterman Drive
Building A, Suite 4700
San Francisco, CA 94129
United States

+1 (855) 456-7634
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SoFi Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Later Stage VC (Series G) 21-Mar-2017 $500M $1.92B 00.00 Completed Profitable
5. Later Stage VC (Series F) 20-Aug-2015 000 00.000 00.000 Completed Profitable
4. Later Stage VC (Series E) 09-Feb-2015 00000 00000 00.000 Completed Profitable
3. Later Stage VC (Series D) 03-Apr-2014 0000 00000 00000 Completed Profitable
2. Early Stage VC (Series B) 12-Sep-2012 $79.6M $83.6M $180M Completed Generating Revenue
1. Early Stage VC (Series A) 12-Oct-2011 $4M $4M $8M Completed Startup
To view this company’s complete deal history including valuation and funding request access »

SoFi Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate ($) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Series G 00,000,000 00.000000 00.00 000.00 000.00 00 000.00 00.000
Series R 000,000 00.000000 00.00 000 000 00 000.0 0.00
Series F 00,000,000 00.000000 00.00 000.00 000.00 00 000.00 00.000
Series E 00,000,000 00.000000 00.00 00.00 00.00 00 00.00 0.000
Series D 00,000,000 00.000000 00.00 00.00 00.00 00 00.00 0.000
Series C 0,000,000 00.000000 00 00 00 00 0.000
Series B 37,252,051 $0.000003 $0.18 $2.2 $2.2 1x $2.2 14.55%
Series A 19,687,500 $0.000003 $0.02 $0.2 $0.2 1x $0.2 7.69%
To view this company’s complete Cap Table request access »

SoFi Investors (49)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Alana Ackerson Angel (individual) Minority 000 0000 000000 0
Andrew Lerner Angel (individual) Minority 000 0000 000000 0
Baseline Ventures Venture Capital Minority 000 0000 000000 0
Bill Tobin Angel (individual) Minority 000 0000 000000 0
Clint Korver Angel (individual) Minority 000 0000 000000 0
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SoFi Executive Team (22)

Name Title Board
Seat
Contact
Info
Daniel Macklin Co-Founder & Advisor
Joanne Bradford Chief Marketing Officer
June Ou Vice President, Engineering & Chief Technology Officer
Tony Morosini Vice President of Product Development
Sonja McIntosh Vice President, Operations
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SoFi Board Members (12)

Name Representing Role Since Contact
Info
David Bonanno SoFi Board Member 000 0000
David Chao DCM Ventures Board Member 000 0000
David Thevenon SoftBank Group Board Member 000 0000
Joseph Chen Renren Board Member 000 0000
Michael Bingle Silver Lake Management Board of Director 000 0000
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